Leslie D. Wolford
Leslie D. Taylor-Neumann
Wealth Planning Manager
Client Service Advisor
Toll Free: 877.728.6564
Leslie Taylor-Neumann has been a Wealth Advisor since July of 2017 at DiNuzzo Index Advisors, Inc. which has operated as an SEC Registered Investment Advisory firm since 1989 and currently manages over $701 Million in Assets Under Management as of March 29, 2019. Leslie joined the DiNuzzo Index Advisors, Inc. team as an intern in May of 2015. In June of 2016 she was hired full-time as a Client Service Advisor, and in July of 2017 Leslie earned the Wealth Advisor position. Leslie currently has the role of Wealth Planning Manager and assists our Wealth Advisors with their Wealth Planning Strategies. In addition to this, Leslie supports PJ with project management and marketing and is also part of the Operations Team.
In 2016 Leslie graduated from Robert Morris University with a Bachelor of Science in Business Administration degree in Finance. At RMU she was the President of the Financial Management Association and the Outdoor Adventure Club. During her senior year she served as a mentor for freshman in the RMU Adventure Program. In 2013 she earned a certificate for Administrative Assistant. She will continue her education as she works toward various financial certifications. Leslie is a member of the Financial Planning Association (FPA).
Prior to joining DiNuzzo Index Advisors, Inc., Leslie worked as a staff manager, photographer and cashier for World Wide Photography. She also worked as an Administrative Assistant for the Union Rescue Mission, a non-profit homeless shelter.
Leslie was born in Cumberland, Maryland and raised in Bedford, Pennsylvania. After graduation she moved to Beaver, PA. She spends her free time practicing yoga, snowboarding and enjoying outdoor sports with her husband Daniel. Leslie and Daniel were married in December of 2017 they plan to reside in Cumberland, Maryland, and she states her family as her biggest support system..